Customer Portal (B2B & B2C) Whitepaper
Automated Customer Engagement - Anytime & Anywhere
Home of Digital Insurance Solutions
Insuring a life and belongings should be simple for your customers. Selecting an insurance plan for it should be simpler. Our online insurance portal gives the ease to streamline policies, increase agent productivity and give clients a smooth experience from purchasing to claiming their insurance.
Simplifying Your Insurance Business
People are often skeptical about insurance providers. So, as insurance providers, you can be transparent, give proper information, and streamline your offerings clearly with the insurance portal. Put your customers in the center of the insurance processes and they are more likely to trust you and your insurance policies and services.
General Features
Policy Management
As the insurance company, you will have admin rights to list down policies, their conditions, amounts, premiums, etc. You will also have an overview of the policies sold, agents’ productivity, ratings and reviews, cancelled policies, and more.
Agent Management
Insurance agencies can get a complete overview of all the agents and their progress. They can assign them territories, and departments via the portal. The manager gets a complete report of all progress of each agent and they can see the entire graph of the customers allocated, policies sold, renewals, etc.
Digital Workspace
The portal is a digital workspace that agents can carry around and share the same with your employees. This makes onboarding of clients easier and results in less gaps in the sales funnel. It streamlines the whole flow of agent and client management, therefore reducing the back and forth of emails and messages to give updates and reports. Once marked in the portal, the report is auto generated.
Online Premium Payment Management
This means your customers can directly pay their premiums through the portal using any of the multiple payment methods you choose to integrate with insurance portal software. Also, a dashboard to see monthly, yearly, area-wise premiums that are being paid or are due so that you can take actions accordingly.
Promotional Plans Management
Run special offers and promotions via the portal when you see certain patterns in the purchase decisions of clients.
Profile Management
Clients get a profile that shows them all their details like personal information, agent they work with, their policies, and their premium and more.
Comparison Module and Financial Calculator
A policy comparison module for clients based on their details so they can get an accurate listing of policies that are fit for them. Tied with this a finance calculator that helps them calculate their premium and claim amount when they require it.
Knowledge and Consultation
Insurance policies are tricky and often use jargons that are hard for your clients to understand. So, to build trust and reduce miscommunication, a full-blown knowledge based with FAQs and jargon explanations and more can be included in the insurance portal software. This knowledge base equips your customers with the right information to make speedy decisions.
Payment Integration
With integrated payment gateways, your customers can easily pay their monthly or yearly premiums to renew their insurance policies. Easier for your agents as well as your customers.
Alerts and Notifications
Your customers will be notified of their renewal dates so they don’t miss out on the same and keep themselves, their families, and belongings safe and insured.
Personalized Quotes
Your agents can give personalized quotes to individual customers they are assigned based on the criterias set by you. This allows them to build relationships on an individual basis and manage their customers and insurance policies effectively.
Clear goals, clearer progress
Insurance agents have a goal to get more policies under their belt. The portal shows them their targets, leads, and achievements on their dashboard so they are always on top of their goals.
Client Communication
Agents get a client module for communication and a clear view of whether there are any claim requests from them, their premium cycle updates, etc. They can then clearly communicate with the client with the updates and changes in mind.
E-signatures
This feature allows them to close deals on the spot when face-to-face with clients, or on call with them.
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How We Create a Perfect Solution for an Insurance Company
Requirement gathering
Once a client signs up with us, our team has a meeting with them to discuss an overview of what they need, and then there is a discussion about the nuances of what we can do for them.
Cross check with the base product, finalize customization
Once we know what the requirements are, we cross-check those with the product we have, and figure out what customizations are needed for it. If we need to create a unique custom solution, we create an exhaustive list of the details and a roadmap for it.
Give iterative updates
Once we begin creating the solution, we share iterative updates with the client so they are always in the loop.
Test for limitations
We test out the changes and limitations so that we can ensure that the solution works exactly as the client required it.
Final delivery
Once we get final approval from the client, we deliver the final product with the necessary documentation.
Maintenance and Support
Once you begin using it, we provide support and maintenance as well.
Your Insurance Portal Consultants
We have been in the portal industry for over 13 years now. We believe that portal solutions can streamline complex workflows and that can lead to better efficiency, transparency, and productivity. If you are in the insurance industry, we want to help you give all of that to your agents and your clients.
What our customers say
So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration between Joomla and SuiteC ...
Mike Kilby
I highly recommend Sales port - A Customer Portal for Wordpress. It has provided us with a very functional Customer Portal allowing our customers t ...
Barry Hill
Director - Workrite Ergonomics
Director - Workrite Ergonomics
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